No matter what stage of life you’re at, a well-structured financial plan and investment strategy could make a real difference when it comes to living the lifestyle you want.
We can establish your present financial position and draw up a plan that will help you build wealth, achieve financial security and protect those that you care about the most.
☎ 08 9393 3770
✉ PO Box 4232
Canning Vale East, WA, 6155
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
It’s what we’ve been missing for quite a long time, and the service that has been provided to date is of the highest quality.
Simon is always there to answer any questions or concerns that we may have. He deals with our finances as if they were his own. There is nothing that is too much trouble for our adviser – even travelling the 100km to come and see. We couldn’t ask for any better service!
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
I have been satisfied with Infinity Wealth, our SMSF has been picked and is running very well due to their support, Thank You and well done.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
Simon has been very proactive and always keeps me up to date as a long distance truck driver I’m very hard to get hold of but he always keeps me in the loop. Compared to previous managers he is a breath of fresh air.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
We found Simon to be very helpful and respectful of our position and easy to talk to. The service is to be commended, we could not wish for better. We found his knowledge in handling the affairs of our family to be over and above expectations.
Simon is the best I’ve had since the inception of superannuation he is very proactive and tailors my super to my needs and what I will need to retire on.
There are no others that would even come close to this company, and I don’t often refer, especially family members to these kind of services – I would here.
Answers all my questions in a language that i understand.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.